Costpoint Online Help

Vendor Subtask

Use the Vendor subtask to maintain vendor details of the subcontractor operation.

Use it whenever additions or modifications to vendor details are required for the subcontractor operation.

Contents

Field Description
Vendor

Enter, or click to select, the ID of a vendor that can perform the subcontractor operation. You can create vendors on the Vendor User Flow screen.

The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, Costpoint displays a warning.

Name

This field displays the vendor's name. If the Vendor field is blank, you can click to select a vendor through its name.

Location

This field displays the vendor's location. If the Vendor and Name fields are blank, you can click to select a vendor through its location.

Approved/Preferred

You can select one of the following values:

  • Approved: The vendor you specified is approved.
  • Not Approved: The vendor you specified is not approved.
  • Preferred: The vendor you specified is preferred.
Leadtime (Days)

Enter the standard operation lead-time, in days, for the vendor.

PO Status

This field displays the vendor's purchase order status:

  • OK
  • Give Warning
  • On Hold
Vendor Comments

This field displays notes about the vendor, entered on the Vendor User Flow screen.